Filed September 17, 1997 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,456 |
LJ MOSBY, P.C.1 year Filed as: LJ MOSBY, PC Service code 16 · EIN 84-1656069 | Consulting | $14,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,015 | $85,135+50.4% | $98,907+29.4% | $73,409+74.4% |
| Participation rate | 98.0% | 81.1%+16.9pp | 76.0%+22.0pp | 72.2%+25.8pp |
| Annual return | 16.92% | 19.14%-2.2pp | 196.43%-179.5pp | 59.29%-42.4pp |
| Employer contribution / active EE | $3,889 | $2,721+42.9% | $2,689+44.6% | $2,234+74.1% |
| Participant deferral / active EE | $5,159 | $4,349+18.6% | $4,244+21.5% | $3,805+35.6% |
| Admin fee / account holder | $108 | $139-22.2% | $6,642-98.4% | $158-31.4% |